Revenue forecasting, pipeline health, adviser benchmarking, commission reconciliation, firm health score. Built for principals who want answers, not spreadsheets.
Probability-weighted by pipeline stage using firm-specific historic conversion data.
Composite score (0–100) from pipeline, completion, compliance, and financial metrics.
Every adviser scored against firm average and industry. Coaching flags surface automatically.
Every lender statement line matched to expected proc fees. Shortfalls flagged, disputes tracked.
Product mix, lender mix, geographic mix, case value distribution.
CAC and LTV by lead source. Know which marketing actually pays back.
Over-reliance on any lender, introducer, or adviser surfaced as a risk metric.
Monthly PDF board pack assembled automatically. Comments from the assistant, ready for you to review.
CSV, Excel, PDF, or direct sync to Xero, QuickBooks, or your BI tool.
Month-end close. Adviser IQ produces the revenue report, pipeline snapshot, adviser scorecard, and commission reconciliation — ready for you to sign off.
Reports feed from the single Adviser IQ data layer. Sync to Xero, QuickBooks, Power BI, Tableau, or Google Sheets.
Book a 30-minute personalised demo. We'll show the feature against your workflow.